Michael Bradley Pelo
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Massmutual Life Insurance CompanyJul 2026 to now
- MML Investors Services, LLCJul 2026 to now
- Northwestern Mutual Wealth Management CompanyJun 2018 to Jul 2026
- Helium UpMay 2017 to Apr 2018
- Northwestern Mutual Investment Services LLCMar 2016 to Jul 2026
- Northwestern Mutual Life Insurance CompanyJun 2015 to Jul 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6495817
- Firm CRD
- 10409